DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Titan America LLC Pension Plan
Corporate pensionNorfolk, VA
Assets
$9.5M
Total assets, Dec 31, 2024 reported
Funded
105.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
none on the tape
Plan sponsor: Titan America LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 100.0%
Consultants and advisers
1 firms
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Retirement & Annuity Ins16 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Empower Capital Management, LLCplan years 2023
- Global Portfolio Strategies, Inc.plan years 2022
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Core Bond Enhanced Index/pgimseparate account | Prudential Retirement & Annuity Ins | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $470,946 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Core Bond Enhanced Index/pgimseparate account | Prudential Retirement & Annuity Ins | Fixed income | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Duration Bond/ir&m Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $483,770 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Core Plus Bond / Pgim Fundseparate account | Prudential Retirement & Annuity Ins | Fixed income | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Dryden S&p 500 Indexseparate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Growth III Fdseparate account | Prudential Retirement & Annuity Ins | Public equity | $979,139 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Growth/timessquareseparate account | Prudential Retirement & Annuity Ins | Public equity | $257,715 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Large Cap Value I / (jpmorgan)separate account | Prudential Retirement & Annuity Ins | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Private Placement Sa-30separate account | Prudential Retirement & Annuity Ins | Pooled vehicles | $502,088 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $344,230 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Small Cap Value/silvercrestseparate account | Prudential Retirement & Annuity Ins | Public equity | $258,968 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 578 | $10.5M | $10.2M | 105.3% | $9.5M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 600 | $10.2M | $10.9M | 102.1% | $10.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 622 | $13.4M | $11.2M | 111.9% | $10.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 13 $126,092 PY2024
- Core Plus Bond / Pgim Fund Sched. D P $3.4M PY2024
- Core Bond Enhanced Index / Pgim Sched. D P $3.4M PY2024
- Long Duration Bond/r&m Fund Sched. D P $2.2M PY2024
- Prudential Short-Term Sched. D P $470,946 PY2024
- Empower codes 11 PY2024
- Prudential Retirement Ins codes 13 $67,438 PY2023
- Empower Capital Management, LLC codes 28 $12,777 PY2023
- Private Placement Fund Sched. D P PY2023
- Core Plus Bond / Pgim Fund Sched. D P $3.6M PY2023
- Dryden S&p Index Fund Sched. D P PY2023
- Core Bond Enhanced Index / Pgim Sched. D P $3.8M PY2023
- Long Duration Bond / R&m Fund Sched. D P $2.6M PY2023
- Small Cap Growth/timessquare Sched. D P PY2023
- Large Cap Value I / (jpmorgan) Sched. D P PY2023
- Prudential Short-Term Sched. D P $483,770 PY2023
- Small Cap Value/silvercrest Sched. D P PY2023
- Empower codes 11 PY2023
- Prudential Retirement Ins codes 13 $74,088 PY2022
- Global Portfolio Strategies, Inc codes 28 $13,481 PY2022
- International Blend / Lazard Sched. D P PY2022
- T. Rowe Price Growth Stk Stgy Sched. D P $979,139 PY2022
- Small Cap Growth/timessquare Sched. D P $257,715 PY2022
- Large Cap Value I / (jpmorgan) Sched. D P $1.1M PY2022
- Private Placement Fund Sched. D P $502,088 PY2022
- Prudential Short-Term Sched. D P $344,230 PY2022
- Core Plus Bond / Pgim Fund Sched. D P $3.5M PY2022
- Dryden S&p Index Fund Sched. D P $2.1M PY2022
- Small Cap Value/silvercrest Sched. D P $258,968 PY2022
- Empower codes 11 PY2022
What changed
14 events
- Dec 31, 2024Manager relationship endedinferenceEmpower Capital Management, LLC no longer appears on Titan America LLC Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Empower Capital Management, LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedTitan America LLC Pension Plan funded ratio 102.1% -> 105.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceTitan America LLC Pension Plan no longer reports Private Placement Sa-30 (Prudential Retirement & Annuity Ins) (last held $502,088 at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceTitan America LLC Pension Plan no longer reports Small Cap Value/silvercrest (Prudential Retirement & Annuity Ins) (last held $258,968 at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceTitan America LLC Pension Plan no longer reports Large Cap Value I / (jpmorgan) (Prudential Retirement & Annuity Ins) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceTitan America LLC Pension Plan no longer reports Small Cap Growth/timessquare (Prudential Retirement & Annuity Ins) (last held $257,715 at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceTitan America LLC Pension Plan no longer reports Dryden S&p 500 Index (Prudential Retirement & Annuity Ins) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedTitan America LLC Pension Plan first reports an interest in Long Duration Bond/ir&m Fund (Prudential Retirement & Annuity Ins): $3M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding startedTitan America LLC Pension Plan first reports an interest in Core Bond Enhanced Index/pgim (Prudential Retirement & Annuity Ins): $4M at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceTitan America LLC Pension Plan no longer reports Large Cap Growth III Fd (Prudential Retirement & Annuity Ins) (last held $979,139 at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedEmpower Capital Management, LLC appears on Titan America LLC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Empower Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceGlobal Portfolio Strategies, Inc no longer appears on Titan America LLC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Global Portfolio Strategies, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedTitan America LLC Pension Plan funded ratio 111.9% -> 102.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTitan America LLC Pension Plan plan assets $13M -> $10M (-23.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 980124782-007
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.